Special Circumstance Solutions
What if my family or I are faced with a unique situation?
Do you want to provide for a special-needs child? Are you recently widowed or divorced? Are you suddenly newly wealthy? Do you think your age or ill health will prevent you from getting the insurance you need? No matter what your unique problems, we are experienced in helping people with special circumstances or unusual situations.
Whenever a health, family-related, other personal or business issue carries financial implications, it is our goal to find the solution that will help give you confidence and peace of mind.
Over the past 40 years, we have applied our creative talent and worldwide connections to find unique, personalized solutions that can't be found through traditional thinking or “off-the-shelf” products and services.
Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) to residents of CA, CT, DE, FL, MA, ME, MD, NH, NJ, NM, NY, SC and VA. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through the Kaleel Investment Advisors, LLC, a registered investment advisor. Lincoln National Securities Corporation and Kaleel Investment Advisors, LLC are not affiliated.